Berkshire Money Management

Berkshire Money Management as of June 30, 2024

Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 39 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 25.1 $207M 380k 544.22
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 8.6 $71M 801k 88.74
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.6 $71M 148k 479.11
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) 7.4 $61M 1.7M 34.91
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 6.9 $57M 146k 391.13
Vanguard Specialized Funds Div App Etf (VIG) 6.8 $56M 309k 182.55
Ishares Tr Rus 1000 Grw Etf (IWF) 5.7 $47M 129k 364.51
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.9 $40M 522k 76.70
Ishares Tr S&p 500 Val Etf (IVE) 4.5 $37M 203k 182.01
Spdr Ser Tr Bloomberg Sht Te (SJNK) 4.4 $36M 1.4M 24.97
Vanguard Index Fds Growth Etf (VUG) 3.6 $29M 78k 374.01
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.6 $21M 234k 91.78
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 2.5 $20M 236k 86.61
Ishares Tr Msci Eafe Etf (EFA) 1.4 $12M 147k 78.33
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 1.3 $11M 252k 41.78
Vanguard World Mega Cap Index (MGC) 1.0 $8.4M 43k 197.29
Ishares Tr Russell 2000 Etf (IWM) 0.7 $5.8M 28k 202.89
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.6 $4.6M 31k 145.75
Apple (AAPL) 0.5 $4.4M 21k 210.62
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $3.5M 21k 164.28
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) 0.4 $3.0M 80k 37.11
Innovator Etfs Trust Us Eqty Buf Oct (BOCT) 0.3 $2.6M 62k 41.58
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.2 $1.7M 44k 38.85
NVIDIA Corporation (NVDA) 0.2 $1.7M 13k 123.54
Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.2 $1.5M 38k 40.67
Exxon Mobil Corporation (XOM) 0.2 $1.5M 13k 115.12
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) 0.1 $1.1M 27k 40.64
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.1 $1.1M 30k 35.62
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 0.1 $1.0M 23k 45.10
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.1 $964k 16k 59.46
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 0.1 $887k 21k 41.49
Innovator Etfs Trust Us Eqty Buf Nov (BNOV) 0.1 $726k 19k 37.38
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $555k 29k 19.18
Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.1 $547k 12k 45.35
Innovator Etfs Trust Us Equt Bufr Aug (BAUG) 0.1 $544k 13k 40.57
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.1 $481k 13k 36.30
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $254k 12k 20.45
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.0 $250k 13k 19.22
At&t (T) 0.0 $245k 13k 19.11